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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,770 | $49,255-11.1% | $70,494-37.9% | $79,856-45.2% |
| Participation rate | 95.9% | 69.2%+26.7pp | 75.1%+20.8pp | 69.6%+26.2pp |
| Annual return | 5.40% | 30.10%-24.7pp | 109.16%-103.8pp | 31.71%-26.3pp |
| Employer contribution / active EE | $1,191 | $2,100-43.3% | $2,738-56.5% | $2,471-51.8% |
| Participant deferral / active EE | $1,138 | $2,768-58.9% | $3,711-69.3% | $3,741-69.6% |
| Admin fee / account holder | $4,071 | $2,879+41.4% | $3,848+5.8% | $5,306-23.3% |